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Lisa Renae Stromvig

Wells Fargo Clearing Services, LLC

Vancouver, WA

Milwaukie, OR

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-07-06
WA RA APPROVED 2023-07-06
  • OR RA
    APPROVED
    Since 2023-07-06
  • WA RA
    APPROVED
    Since 2023-07-06

Branch Locations

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States

14500 Se Mcloughlin Blvd, Milwaukie, OR 97267 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Milwaukie OR 02/2023 Present
Wells Fargo Bank, Na Milwaukie OR 02/2023 Present
Wells Fargo Home Mortgage Portland OR 10/2001 12/2021
Freedom Mortgage Mt Laurel NJ 12/2021 11/2022
  • 02/2023 → Present
    Wells Fargo Clearing Services, Llc
    Milwaukie, OR
  • 02/2023 → Present
    Wells Fargo Bank, Na
    Milwaukie, OR
  • 10/2001 → 12/2021
    Wells Fargo Home Mortgage
    Portland, OR
  • 12/2021 → 11/2022
    Freedom Mortgage
    Mt Laurel, NJ
Other Businesses

FOOD DELIVERY TBD; NOT INV RELATED; MILWAUKIE, OR; DRIVER; START 11/25/2023; 40 HOURS PER MONTH; 0 HOURS DURING TRADING; DELIVERY DRIVER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-06
S63 Uniform Securities Agent State Law Examination 2023-05-11
  • S65 Uniform Investment Adviser Law Examination
    2023-07-06
  • S63 Uniform Securities Agent State Law Examination
    2023-05-11
Other Names
  • Lisa Renae Mitchell
  • Lisa Stromvig

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COLUMBIA RIVER FINANCIAL GROUP
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.

Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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